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WIA
Wealthstreet Investment Advisors’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Wealthstreet Investment Advisors’s Portfolio
SMH Stock Details
SMH Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q1
$140K
Hold
1,040
–
–
3.77%
9
2021
Q4
$161K
Hold
1,040
–
–
3.97%
7
2021
Q3
$133K
Sell
1,040
-3,560
-77%
-$469K
3.67%
9
2021
Q2
$603K
Sell
4,600
-8,746
-66%
-$1.08M
3.13%
10
2021
Q1
$1.63M
Buy
13,346
+456
+4%
+$54K
0.16%
130
2020
Q4
$1.41M
Sell
12,890
-8,000
-38%
-$793K
0.14%
142
2020
Q3
$1.82M
Sell
20,890
-2,944
-12%
-$247K
0.2%
108
2020
Q2
$1.82M
Sell
23,834
-3,690
-13%
-$254K
0.22%
101
2020
Q1
$1.61M
Buy
27,524
+23,314
+554%
+$1.57M
0.24%
94
2019
Q4
$298K
Sell
4,210
-400
-9%
-$26.2K
0.03%
292
2019
Q3
$295K
Sell
4,610
-3,400
-42%
-$197K
0.04%
282
2019
Q2
$442K
Buy
+8,010
New
+$436K
0.06%
240
Other funds holding SMH
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Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
AS
Altshuler Shaham
Tel Aviv, Israel
$5.43B AUM
44.68%
1-Year Est. Return
CI Investments Inc
Toronto, Ontario, Canada
$20.6B AUM
29.22%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Citigroup
New York
$157B AUM
32.99%
1-Year Est. Return
Jane Street
New York
$93.1B AUM
61.18%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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